Communications Wallet — Workflows: step-by-step

This page brings together the most common Communications Wallet tasks as quick, numbered procedures. For the detail behind each task, see the guide set listed in Communications Wallet — Overview (Document ID: 322).

Open the wallet

1. Log in to your SwiftFox account.
2. Click Settings in the main navigation.
3. Under Finance & usage, click Wallet.

If your account shares wallets across Circles, see Shared wallets & Circles (Document ID: 327).

Do a one-off (quick) top-up

1. On the Wallet settings page, find the Quick top-up card.
2. Under Select amount, click a preset amount, or type an amount in the field (it reads Enter amount). The minimum top-up is $50.
3. Click Add funds. The Payment method dialog opens.
4. Select a saved card, or add a new card, then click Next.
5. Review the Summary: Net top up, the tax line (for example GST), Card surcharge where one applies, and Payment total. Amounts are shown in AUD.
6. Click Confirm and wait for the Top up successful message.

Set up auto top-up

1. Click Manage wallet and open the Auto top-up tab (or click Set up on the Available balance card).
2. Click Set up auto top up.
3. Under When balance falls below, choose a preset or enter a threshold (for example, $100). The threshold must be at least $10. The $50 minimum applies to the top-up amount, not to this threshold.
4. Under Top up amount, choose a preset or enter an amount (for example, $250) — at least $50.
5. Check the Summary for tax and any fees.
6. Select a card under Payment method.
7. (Optional) Set an End date.
8. Tick the acknowledgement that wallet top-ups are non-refundable and can only be used for communication usage fees.
9. Click Enable auto top up.

Turn on emailed payment receipts

1. Click Manage wallet and open the Alerts tab.
2. Under Payment receipts, tick Email a payment confirmation when wallet is topped up.
3. Under Send receipts to, enter at least one email address.
4. (Optional) Under Low balance alerts, tick Notify recipients when wallet balance drops below your threshold, set the alert amount (at least $100) and enter the addresses to alert.
5. Click Save changes.

Receipts are sent for every top-up, quick or automatic.

Add a payment card

1. Click Manage wallet.
2. Open the Cards tab.
3. Click Add new card.
4. Enter the card number, expiry date and CVC in the secure card field.
5. Click Save.

Remove a payment card

1. Click Manage wallet.
2. Open the Cards tab.
3. Click the delete icon next to the card.
4. Confirm when asked Are you sure you want to delete this card?

Download an invoice

1. In the Wallet transactions section, open the Detailed Activity tab.
2. Find the top-up row you want. Choosing Top ups only in the type dropdown narrows the list.
3. Click Download invoice.
4. Save or print the PDF.

Check usage and rates

1. In the Fee summary card, review per-unit costs for Emails, Text messages and Calls.
2. Click View usage & rates to open the Usage and rates drawer.
3. Review each channel's panel — its unit rate, usage against any monthly inclusion and when inclusions reset. All three channels show at once.
4. Close the drawer.

Export transactions to CSV

1. Open the Detailed Activity tab.
2. Apply the date filter, and narrow the type dropdown to Top ups only or Usage only if you need to.
3. Click Export.
4. The export is prepared in the background — you are notified when it is ready.

Recover from a blocked send

1. Note the Insufficient wallet balance available. error. If you can manage the wallet it adds Please add funds to your wallet or enable auto top-up to continue. and a Go to wallet button; otherwise it asks you to contact your system administrator.
2. Click Go to wallet, or go to Settings → Finance & usage → Wallet.
3. Complete a quick top-up or set up auto top-up.
4. Return to your campaign and send it again.